Experienced Nonprofit Executive and industry expert, now leading a consulting practice focused on serving the Nonprofit Salesforce community. Driven by solving business problems through people, process and technology, we are focused on ensuring our nonprofit customers are accelerating their impacts toward their missions. We provide strategic services ranging from operational efficiency & excellence to full digital transformations. Our goal is to ensure our clients maximize the impact of their technology and ensure the greatest ROI.

Chosen as leader of the nonprofit strategy team within Salesforce Professional Services following the Traction on Demand acquisition. Engaged the team to define roles & priorities for a newly expanded practice (growing from $11M/year in sales to $33M/year in sales as a result of the acquisition). - Drove pipeline growth through collaboration with Services Sales and RVP/AE partners on the product/licensing team; engaged with high-level prospects and customers looking to close/renew deals because of the expanded nonprofit services delivery team. - Offered support to existing customers as Executive Sponsor with key Nonprofit Accounts who continued in project execution mode after the transition.- Partnered with the OU leadership team to create a GTM strategy for the newly expanded nonprofit services team; identified value proposition, market differentiators, and target customers and led trainings for the Nonprofit Sales teams to “reintroduce” a strategy that was a more comprehensive and strategic approach leveraging Phase 0 for strategic discovery, MVPs for quicker time to value, and full implementation/install for the biggest and most complicated customers.

Chosen for this inaugural role to provide strategic leadership and operational management for planning, development, and administration of best-in-class client management initiatives across all industry verticals. Directed team to apply existing best practices to achieve growth within other verticals and ensure a company-wide adoption of client focused account management, efficiencies, simplification, standardization, and scalability.

Integral role as one of the leaders of the largest industry practice in the company with revenue of approx. $35M when acquired. Provided strategic expertise to drive growth, focusing on supporting sales, delivery & driving industry syndication across for the organization.- Created and led the Customer Community Council (CCC), an initiative to strengthen relationships with key executives from our most important nonprofit accounts; created content and led discussions with clients on industry trends to cultivate trusted advisor partnerships. - Worked closely with the nonprofit sales team to drive pipeline & engage in pre-sales activities; sought as a business expert and executive “whisperer” effectively “translating” complex technology to the business leaders. - Offered expert representation for the company and the nonprofit practice; created and led a Webinar Series on Digital Transformation, spoke at various company events (including the Waste No Potential podcast on leadership) & industry events (including Salesforce’s Nonprofit Summit), and wrote blogs (including one on The Impact of the Great Recession on Nonprofits for Candid) and attended many other technology/industry forums.- Served as a lead strategist on key enterprise clients, in both billable and non-billable roles, and provided thought leadership for project teams throughout the lifecycle of the account; accounts included The American Heart Association, Médecins Sans Frontières, Big Brothers Big Sisters, Susan G. Komen, The Trevor Project and many more.

Drove digital transformation strategy to optimally leverage systems and data for improved supporter engagement. Managed 17 FTEs including fundraising applications team that drove the roadmap; business analysts that defined requirements and managed projects; and staff that supported systems and users. • Led JDRF’s Digital Transformation initiative to modernize and improve efficiencies and create a “supporter hub” leveraging and collecting data to create a personalized and consistent experience for supporters across programs, channels and platforms.• Created accurate and consistent revenue and supporter tracking across all systems by driving Master Data Management changes and establishing the CRM as the system of record.• Expanded the team’s role beyond fundraising applications to impact the systems and processes of all business applications, reporting & analytics across the entire organization.

Oversaw a collaborative team of 17 professional staff and $2.5M annual budget that supported chapters and National fundraising programs across the organization by building capacity and capabilities.• Managed all fundraising systems by partnering with organizational leaders and technology staff to define and deploy business processes and system enhancements to improve fundraising effectiveness/efficiency as well as the lifetime value of donors. • Oversaw all Development Key Performance Indicators (KPIs) reporting and scorecards and other critical fundraising reports for key areas such as stewardship and account management. Ensured that JDRF leadership had critical reports and tools to make informed decisions for fundraising programs, structure and staffing models. • Launched and managed centralized data processing program for all donations to provide better stewardship to donors and constituents while also removing the administrative burden of gift processing, receipting and customer support from field staff. As part of these efforts, managed the centralized functions of Stewardship & Donor Engagement as well as Major Gift administration, Workplace Giving & Matching Gifts for the entire organization.

Created reporting & analytics program to provide a centralized and consistent reporting and data visualization approach that supported the organization becoming more data-driven.• Established new centralized analytics and reporting function for the organization that included identifying Key Performance Indicators (KPIs), determining sources of truth for data, and partnering with IT and outside vendors to develop new interactive dashboards.• Discovered, designed, developed and deployed over 12 dashboards to provide critical analysis of fundraising and organizational trends, across program areas and geographies.

Managed operations for the Major, Planned and Individual Giving department including budget, revenue, expenses and forecasts. This included managing the donor services and stewardship team of six to ensure the accurate and timely processing and acknowledgement of all major gifts for the organization. Created a new Chapter Pipeline Assessment Tool for local chapters to identify existing donors with additional potential and developing detailed donor strategies and profile backgrounds for the top prospects.